Smartleaf Asset Management’s IQ Healthy Hearts ETF HART Stock Holding History

Smartleaf Asset Management’s Portfolio HART Stock Details HART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4	Closed	-$124	–	2937
2024 Q2	$124	Sell	4 -322	-99%	-$9.72K	﹤0.01%	2713
2024 Q1	$9.81K	Sell	326 -658	-67%	-$19.4K	﹤0.01%	1021
2023 Q4	$28.4K	Buy	+984	New	+$27.1K	0.01%	620

Other funds holding HART

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smartleaf Asset Management's HART Position: Q3 2024 in Review

Smartleaf Asset Management sold out of IQ Healthy Hearts ETF (HART) in Q3 2024, closing a stake of 4 shares — an estimated $124 sold.

Smartleaf Asset Management first reported a position in HART in Q4 2023 and held it in 3 quarters. The position peaked at $28.4K in Q4 2023. 7 funds tracked by Wall St. Rank hold HART as of Q3 2024.

Smartleaf Asset Management reported no remaining IQ Healthy Hearts ETF position as of Q3 2024 after selling out during the quarter.
Smartleaf Asset Management sold 4 IQ Healthy Hearts ETF shares in Q3 2024, an estimated $124.
Smartleaf Asset Management first reported a position in IQ Healthy Hearts ETF in Q4 2023 and held it in 3 quarters.
Smartleaf Asset Management's IQ Healthy Hearts ETF position peaked at $28.4K in Q4 2023.
7 funds tracked by Wall St. Rank held IQ Healthy Hearts ETF as of Q3 2024.

Based on Smartleaf Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.